Petrochemical Company Employees

We work closely with employees and retirees of this vital element of Southeast Texas’s economy.

We have experience in serving employees of companies such as ExxonMobil, Goodyear, DuPont and Valero and have developed a thorough understanding of the various options and choices available to these employees at retirement.

A few of the topics we will cover with you include:

How to design a date and dollar-specific accumulation strategy to help you prepare for retirement

The percentage of company stock you should own prior to, and during, retirement

A review of your current asset allocation strategy

A review of life insurance and long-term care coverage

A detailed analysis of whether a pension or lump sum is most appropriate

An estimate of the amount of income you can expect to withdraw from your savings during retirement

Who We Serve

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to offer securities in the states of Alabama, Arkansas, California, Colorado, Florida, Georgia, Idaho, Louisiana, Minnesota, Oklahoma, Texas, Virginia, and Washington. This is not an offer to sell securities in any other state or jurisdiction.